We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
751
Bradley Foster & Sargent
Connecticut
$3.41M +$467K +2,011 +15%
FCMC
752
Founders Capital Management (Connecticut)
Connecticut
$3.41M -$70.1K -302 -2%
RFM
753
Royal Fund Management
Florida
$3.41M -$1.06M -4,569 -23%
BFG
754
Beacon Financial Group
Texas
$3.39M -$141K -608 -4%
VHAM
755
Van Hulzen Asset Management
California
$3.38M -$11.9M -51,221 -77%
LWM
756
Lodestone Wealth Management
Washington
$3.38M +$410K +1,767 +13%
GDP
757
Great Diamond Partners
Maine
$3.37M -$13.9K -60 -0.4%
SCP
758
Stamos Capital Partners
California
$3.37M +$550K +2,370 +19%
CB
759
Community Bank
New York
$3.36M -$110K -475 -3%
SL
760
Sentry LLC
Tennessee
$3.35M
TBA
761
Tower Bridge Advisors
Pennsylvania
$3.35M -$566K -2,440 -14%
SWS
762
SYSTM Wealth Solutions
Illinois
$3.34M +$16.9K +73 +0.5%
SWA
763
Stratos Wealth Advisors
Ohio
$3.34M +$150K +645 +4%
FMC
764
First Merchants Corp
Indiana
$3.34M -$687K -2,959 -16%
AAMA
765
Advanced Asset Management Advisors
Ohio
$3.33M
DLA
766
Douglas Lane & Associates
New York
$3.31M -$21.1K -91 -0.6%
MMG
767
Monetary Management Group
Missouri
$3.28M -$434K -1,870 -11%
NL
768
NWAM LLC
Washington
$3.28M +$151K +651 +5%
WC
769
Woodstock Corp
Massachusetts
$3.27M +$3.25K +14 +0.1%
DWA
770
Douglass Winthrop Advisors
New York
$3.27M +$15.8K +68 +0.5%
NFG
771
Nations Financial Group
Iowa
$3.27M -$53.1K -229 -2%
KFP
772
KMG Fiduciary Partners
Ohio
$3.26M +$1.94M +8,362 +132%
PFO
773
Pathstone Family Office
New Jersey
$3.25M +$443K +1,910 +17%
CCC
774
Chelsea Counsel Company
California
$3.24M +$27.8K +120 +0.8%
Dodge & Cox
775
Dodge & Cox
California
$3.22M -$122K -525 -3%